Freedom Financial Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakdale, MN. Its latest Form ADV filing, dated February 10, 2026, reports $378M in regulatory assets under management, 8 employees, and 1,100 accounts.
Assets Under Management
$378M
Employees
8
Offices
--
Total Clients
308
Primary office
OAKDALE, MN
600 INWOOD AVE NORTH, STE 260, OAKDALE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
206
2
HNWI
33.1%
102
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$378Mas of February 10, 2026
Discretionary100.0%
$378M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$378M
Total Accounts1,100
10Y AUM Change+$378M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee39:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.